Qargo

Invoices

This collection includes articles on creating, updating Invoices and associated functions.

INVOICES FAQ - How does VAT work in Qargo?This article gives an overview of the logic behind the VAT configuration and automatic calculation method for goods (Non-Container).

INVOICES - Customer invoice preferencesSet invoice preferences per customer for flexible billing. Configure payment terms, consolidation and grouping under Customer Tasks Panel.

INVOICES - Create invoice from a Selfbill from customer

FAQ - Summary guide for VAT Rules, based on country.A summary guide to VAT rules based on which country your account is set up in.

INVOICES - Configuring Accounting SetupAccounting configurations to manage accounting software imports, nominal codes and tax rates.

INVOICES - Configure an Invoice TaskTasks automate workflows, improving efficiency. Configure invoice and credit note tasks; modify or add tasks to fit business needs.

INVOICES: Charge Status approval workflowsQargo charge statuses: Approval to request, Approval requested, Invoice externally. Enhanced approval workflow for customer portal.

INVOICES - Troubleshooting data updatesTroubleshooting and best practice tips for all things related to sales invoices, including credit notes.

INVOICES - Managing CMR documentsHow can I manage invoice and CMR documents in Qargo, including splitting and attaching them

INVOICES - Peppol in QargoPeppol functions available Q3, 2025. This functionality sends & receives invoices directly through the Peppol network.

INTEGRATIONS - E-InvoicingE-Invoicing in Qargo automates invoice exchange in logistics, improving speed, accuracy, and compliance across Europe.

Orders To Invoice

Includes articles relating to all functions included on the ORDERS TO INVOICE page.

INVOICES - Order View <-> Charge ViewOrder View shows full order totals for invoicing. Charge View filters by charge type, allowing partial invoicing and quick rate edits.

INVOICES FAQ - Create an invoice that holds multiple orders.Create an invoice that contains more than 100 orders using different options depending on how and when the orders are processed.

INVOICES - Set "Do not invoice" in bulkSet completed orders with no invoicing to ‘Do not invoice’ for easy tracking. Use filters, update status, and manage them in a separate tab.

INVOICES - Orders to Invoice View OptionsView ‘Orders to Invoice’ by Orders or Charges. Use tabs to track status, filter columns, and manage invoices efficiently.

INVOICES - Auto-assign Invoice Groups to OrdersOrders auto-assigned to invoice groups by customer preferences (field/time-based) when marked "Ready to invoice."

Includes articles relating to all functions included on the INVOICES page.

INVOICES - Create a Sales InvoiceManage invoicing by setting orders ready, creating, adjusting, sending invoices, and posting to accounting with manual or automated steps.

INVOICES - Customise Invoice List ViewCustomise invoice views by adjusting column visibility and filtering data. Use Edit columns and filtering in columns to select data.

INVOICES - Create Standalone Sales InvoiceCreate standalone invoices for non-order charges. Add manual charges, generate a draft, then finalize, send, and post like other invoices.

INVOICES - Cancel / Re-Use InvoicesCancel an invoice via INVOICES > Invoices. Orders revert to “Ready to Invoice.” Find canceled invoices under “Cancelled” or undo to reuse.

INVOICES - Complete Invoice task in bulkUsing Quick Action and Print functions to complete tasks in bulk introduces efficiency into the Invoicing process.

INVOICES - Post-invoice actions and restrictionsThis article outlines restrictions and actions available once an invoice is marked 'Invoice Posted', including limits on changes and tasks.

INVOICES - Create a Draft Invoice

INVOICES - Invoice ExportsPosted invoices can send to accounting software via direct integration or manual export. Export by date range or if new documents created.

INVOICES - Edit an invoiceSummary overview of edit invoice features.

Includes articles relating to all functions included on the CREDIT NOTES page.

INVOICES - Create credit noteManage credit notes in Qargo: create, edit, cancel, refund, or re-invoice charges. Use tabs, filters, and bulk actions for efficiency.

INVOICES - Create Standalone Credit NoteCreate standalone credit notes by selecting customer, date and charges. Process as an invoice and POST for accounting software import.

INVOICES - Create Purchase Credit NotePurchase Credit Notes offset subcontractor costs; track trip-specific or standalone expenses, track calculated costs and generate documents.

Includes articles relating to all functions included on the TRIPS TO BILL page.

INVOICES - Create Subcontractor Self-bill

Purchase Invoices

Includes articles relating to all functions included on the PURCHASE INVOICES page.

INVOICES - Create Purchase Invoice from Existing Self-billEasily add a Purchase Invoice to a self-bill, validate costs, and post to accounts. Upload, edit, and manage invoices seamlessly.

INVOICES - Create Purchase Invoice from TripsEasily manage outsourced trip costs by creating Purchase Invoices, validating charges, and exporting to accounts.

INVOICES - Create Purchase Invoice from Subcontractor InvoiceUpload & validate subcontractor invoices, with AI-powered scanning, colour-coded matching, and easy invoice processing steps.

Upload Purchase Invoices

Includes articles relating to all functions included on the UPLOAD PURCHASE INVOICES page.

INVOICES - Upload Purchase InvoiceMultiple purchase invoice upload methods include automated scanning to extract key data, match existing orders and highlight discrepancies.